how can I automate or schedule a process with in Anaplan

Suman Reddy
Frequent Contributor

how can I automate or schedule a process with in Anaplan

Hi,

 

I am looking for a functionality about how can I automate or schedule a process with in Anaplan, which transfers data from one model to another model with out clicking manually each time on that process in dashboard?..

 

I appreciate your help on it. Thanks!

 

Suman

1 ACCEPTED SOLUTION

Accepted Solutions
JaredDolich
Moderator

Re: how can I automate or schedule a process with in Anaplan

@Suman Reddy 

Unfortunately, there isn't a built-in scheduler in Anaplan with the exception of Cloudworks but you need an AWS account. For casual use, I use my windows task scheduler. If you, or your client, have a more commercial scheduler you can use that too. As @CommunityMember126793 mentioned, you'll need to use an integration tool that can POST/PUT a RESTful API. Anaplan Connect is a good choice. I also like to use Python. Here's an example of importing the current date using both. Step by Step.


Jared Dolich

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6 REPLIES 6
CommunityMember126793
Regular Contributor

Re: how can I automate or schedule a process with in Anaplan

@Suman Reddy using the Anaplan connect or any 3rd party tool like Dell Boomi etgc.

 

Anaplan Connect: Use the Anaplan Connect batch file and mention the import in the script. Schedule the batch file using Windows Scheduler. Sharing link for the reference purpose

https://help.anaplan.com/en/03144015-44e0-4f28-8cee-13e7ae9d9077-Anaplan-Connect

 

Integration: use the 3rd party tool to execute the action at a specific interval.

Suman Reddy
Frequent Contributor

Re: how can I automate or schedule a process with in Anaplan

Thanks for your quick reply,

 

Can not we do without Anaplan Connect ? as it seems it having dependency on 3rd party systems. 

 

Best Regards,

Suman.

 

 

CommunityMember126793
Regular Contributor

Re: how can I automate or schedule a process with in Anaplan

Anaplan Connect is not 3rd party.. it is Anaplan provided batch file.

Unfortunately, Anaplan don't have scheduler feature inside the model, if that's what u looking for

Suman Reddy
Frequent Contributor

Re: how can I automate or schedule a process with in Anaplan

 

Yes, I am looking for simple task scheduler with in Anaplan Model. Anyway Thank you again!.

 

Best Regards,

Suman.

 

 

JaredDolich
Moderator

Re: how can I automate or schedule a process with in Anaplan

@Suman Reddy 

Unfortunately, there isn't a built-in scheduler in Anaplan with the exception of Cloudworks but you need an AWS account. For casual use, I use my windows task scheduler. If you, or your client, have a more commercial scheduler you can use that too. As @CommunityMember126793 mentioned, you'll need to use an integration tool that can POST/PUT a RESTful API. Anaplan Connect is a good choice. I also like to use Python. Here's an example of importing the current date using both. Step by Step.


Jared Dolich

View solution in original post

Suman Reddy
Frequent Contributor

Re: how can I automate or schedule a process with in Anaplan

Thank you @JaredDolich  and @CommunityMember126793  for your thoughts. I will go into the details now.

 

Suman.